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← GARY AND MARY WEST CHARITABLE TRUST

Form 990-PF for tax year 2022

Filed by GARY AND MARY WEST CHARITABLE TRUST.

Totals

Total revenue
$316,867
Total expenses
$2,301,036
Contributions and grants received
not reported
Contributions, gifts and grants paid
$1,379,254
Fair market value of assets, end of year
$328,719,511

Listed in Part VIII

  • Shelley Lyford

    CEO AND CHAIR

    Total calculated
    $84,947
    Compensation
    $79,647
    Benefit plans
    $5,300
    Expense account
    $0
    Hours/week
    20

  • Tim Lash

    PRESIDENT

    Total calculated
    $52,009
    Compensation
    $48,591
    Benefit plans
    $3,418
    Expense account
    $0
    Hours/week
    20

  • Gary L West

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Mary E West

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Marc Harper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sally Hallak

    CFO & TREASURER

    Total calculated
    $0
    Hours/week
    10

Compensation is as filed in Part VIII of the Form 990-PF: compensation, contributions to benefit plans, expense account, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total.

Grants paid on this return

Grants paid, cash basis (Part I, line 25, column (d))
$342,300
As filed, and sometimes filed as 0.
Grants paid, Part XV total (line 3a)
$342,300
The foundation's own total of the grants it itemizes.

These are the grants the foundation paid during the year. The “Contributions, gifts and grants paid” total above is the figure on the foundation's books. This return marks the accrual method, under which a grant is recorded when the foundation commits to it rather than when it pays, so the books total need not agree with the cash figures in this section: a grant promised one year and paid in another is counted in different years.

  • SERVING SENIORS

    $130,500

    SAN DIEGO, CA

    TO SUPPORT INTEGRATED CARE COORDINATION

  • SERVING SENIORS

    $84,000

    SAN DIEGO, CA

    TO SUPPORT OPERATIONS AT THE GARY AND MARY WEST SENIOR WELLNESS CENTER

  • CHALLENGE CENTER

    $35,750

    LA MESA, CA

    TO SUPPORT AGING WITH INDEPENDENCE AND DIGNITY

  • INTERCULTURAL SENIOR CENTER

    $27,500

    OMAHA, NE

    TO SUPPORT CASE MANAGEMENT FOR OLDER ADULTS

  • AMERICAN SOCIETY ON AGING

    $25,000

    SAN FRANCISCO, CA

    TO SUPPORT THE MASTER PLAN FOR AGING SYMPOSIUM

  • MERRYMAKERS ASSOCIATION

    $16,500

    OMAHA, NE

    TO SUPPORT MUSIC, LAUGHTER, AND MEMORIES FOR SENIORS

  • GRANTMAKERS IN AGING INC

    $15,000

    WHITE PLAINS, NY

    TO SUPPORT GENERAL OPERATIONS

  • GRANTMAKERS IN AGING INC

    $8,000

    WHITE PLAINS, NY

    TO SUPPORT GENERAL OPERATIONS

  • OMAHA COMMUNITY FOUNDATION

    $50

    OMAHA, NE

    TO SUPPORT THE TRUST'S CONTINUED EFFORTS IN FUNDING CHARITABLE ORGANIZATIONS

Provenance

Return type
form_990_pf
Tax year
2022
Filed
1 November 2023
IRS schema version
2022v5.0
Source object
202303059349100320

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